ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $248,488 | -3.4% | 3,810 | 0.0% | 0.14% | -8.8% |
Q2 2023 | $257,175 | -0.2% | 3,810 | 0.0% | 0.15% | -9.8% |
Q1 2023 | $257,747 | +6.4% | 3,810 | 0.0% | 0.16% | +7.2% |
Q4 2022 | $242,259 | +5.8% | 3,810 | -5.2% | 0.15% | +0.7% |
Q3 2022 | $229,000 | -5.8% | 4,020 | +4.6% | 0.15% | +9.4% |
Q2 2022 | $243,000 | -12.3% | 3,845 | 0.0% | 0.14% | +0.7% |
Q1 2022 | $277,000 | -3.1% | 3,845 | +3.4% | 0.14% | -6.8% |
Q4 2021 | $286,000 | +1.1% | 3,720 | -0.8% | 0.15% | -5.1% |
Q3 2021 | $283,000 | +9.3% | 3,750 | +9.5% | 0.16% | -20.4% |
Q2 2021 | $259,000 | – | 3,425 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Burt Wealth Advisors | 516,870 | $29,467,000 | 11.82% |
Sound Financial Strategies Group, LLC | 78,581 | $4,480,000 | 6.73% |
GRAYHAWK INVESTMENT STRATEGIES INC. | 170,487 | $9,719,000 | 6.59% |
AGILIS PARTNERS LLC | 177,902 | $10,142,000 | 6.39% |
Ballew Advisors, Inc | 122,205 | $6,945,000 | 6.23% |
Wharton Business Group, LLC | 1,606,186 | $91,569,000 | 6.19% |
VAUGHAN & Co SECURITIES, INC. | 121,477 | $6,925,000 | 5.98% |
HERON FINANCIAL GROUP, LLC | 141,002 | $8,039,000 | 4.97% |
Family Capital Trust Co | 178,416 | $10,171,000 | 4.66% |
Lester Murray Antman dba SimplyRich | 169,156 | $9,643,000 | 4.34% |